Envision Your New Life Start with your ideal day by thinking beyond finances. What does fulfillment look like? What would a perfect weekday in retirement look like from morning to night? Where do you imagine living: the [...]
After years of meetings, deadlines, and responsibilities, you finally get to ask yourself a new kind of question: What do I actually want to do with my time? Retirement opens the door to freedom—but it’s not just [...]
Summer: the season of sunshine, sandals, and sweet iced tea. But let’s be honest, when the temperatures soar, even the best summer days can leave you sweating more than you’d like. If you're retired or nearing retirement, [...]
When you picture retirement, what comes to mind? Maybe it’s freedom from the 9-to-5 grind, more time with family, or finally booking that dream vacation. Whatever your vision looks like, one thing is certain: retirement should feel [...]
You’ve heard the saying: “You can’t teach an old dog new tricks.” It’s often said with a shrug, as if change becomes impossible after a certain age. But if you ask us, retirement is the perfect time [...]
Retirement offers the freedom to explore new interests and revisit old passions. While it's tempting to fill leisure time with passive entertainment, choosing content that both delights and enriches can lead to a more fulfilling retirement experience. [...]
After decades of hard work, retirement is your time to explore, relax, and finally check off those bucket list destinations. But traveling in retirement doesn’t have to come with a hefty price tag. With a little planning [...]
Retirement is the perfect time to rediscover the simple joys of life, like the pleasure of a great meal enjoyed at your own pace. Without the daily grind of commuting or office obligations, summer afternoons and evenings [...]
Retirement isn’t about slowing down—it’s about choosing what moves you. And for many retirees looking to stay active, clear their heads, and improve their health, jogging is the perfect place to start. The Benefits of Running in [...]
Retirement isn’t just about beach walks and brunch dates—it’s also your time to shine in one of life’s greatest roles: grandparent. Whether you’re a seasoned pro or newly initiated into the club, being an awesome grandparent goes [...]
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TradeWell Securities, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), conducts business under the name TradeWell Tax & Financial, Inc. Indiana Tax Advisory Group, Inc. is a separate but affiliated entity of TradeWell Securities, LLC. Indiana Tax Advisory Group, Inc. provides tax preparation and related services and does not provide investment advisory services. All investment advisory services are offered exclusively through TradeWell Securities, LLC d/b/a TradeWell Tax & Financial, Inc.
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The Investment Adviser Representatives of TradeWell Securities, LLC are Mike Albertson, Wes Phelps, Thomas Badders, and Hannah Grubb. Additional information regarding TradeWell Securities, LLC, including its services and fee structure, is available on the SEC’s website at www.adviserinfo.sec.gov.
Nothing contained on this website should be construed as investment advice or a solicitation to buy or sell any security. For investment advisory services, please contact TradeWell Securities, LLC d/b/a TradeWell Tax & Financial, Inc. at (260) 490-2084 to speak with an Investment Adviser Representative.
